Creative Planning

Position in ACCO — ACCO BRANDS Corp

CIK 1540235 OVERLAND PARK, KS

Position in ACCO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,889,088

+$1,578,390 QoQ

Shares Held

454,108

+338.5% QoQ

Ownership

0.492%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#31

of 198 holders

Holding Since

Mar 2023

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Creative Planning holds $14,688,337 across 3 Business Equipment & Supplies names. ACCO ranks #2 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EBF	Ennis, Inc.	598,416	$12,716,339
2	ACCO	ACCO BRANDS Corp This page	454,108	$1,889,088
3	XRX	Xerox Holdings Corp	26,489	$82,910

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,889,088	454,108	+338.5%	Shares	Defined	2026-08-13
2026-03-31	$310,698	103,566	+2.3%	Shares	Sole	2026-05-12
2025-12-31	$377,513	101,210	-21.7%	Shares	Sole	2026-02-17
2025-09-30	$515,651	129,236	+137.5%	Shares	Defined	2025-11-14
2025-06-30	$194,827	54,421	+53.3%	Shares	Sole	2025-08-08
2025-03-31	$148,732	35,497	+5700.2%	Shares	Sole	2025-05-15
2024-12-31	$3,213	612	+60.2%	Shares	Defined	2025-02-14
2023-09-30	$2,192	382	+2628.6%	Shares	Sole	2023-11-16
2023-03-31	$74	14	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.